Field descriptions: 1099 report

Reporting period

These periods are relative to the As of date.

All periods begin on the first day of the period, such as the first day of the month, quarter, or year that you select.

As of date

The date Sage Intacct uses as a baseline for the selected reporting period. The default is today's date.

Format = MM/DD/YYYY

Start date

Leave blank to include all information from the earliest date of your Intacct data up to and including the end date.

Format = MM/DD/YYYY

End date

Leave blank to include all information from the start date up to today.

Format = MM/DD/YYYY

Select all vendors

Run the report for all available 1099 vendors.

From vendor and To vendor

Instead of running the report for all 1099 vendors, include data for a specific vendor or range of vendors.

By default these fields are cleared, which means the report includes all 1099 vendors.

Select all employees

Run the report for all available 1099 employees.

From employee and To employee

Instead of running the report for all 1099 employees, include data for a specific employee or range of employees.

By default these fields are cleared, which means the report will include all employees.

Group by

Select how to sort data.

Vendor and employee: sort report data alphabetically by vendor or by employee.

1099 category: sort report data by 1099 category (for example, 1099-DIV, 1099-MISC, and 1099-INT). Vendors and employees appear alphabetically within each 1099 category.

None: Do not sort report data.

Entity or entity group

Required for top-level companies that are configured to Issue a separate 1099 per entity.

View 1099 amounts on an entity-by-entity basis or as a combined filing. 1099 forms print as if the entity were a separate company. So, if two entities pay the same vendor, the payments from each entity appear on separate 1099 forms.

Prompt on run

Select to force Intacct to wait for you (or anyone using this report) to select an entity or entity group before running the report.

1099 form type

Select which 1099 form or forms to include in the report.

Transaction information

Select what kind of transaction information to include.

Only 1099: only show transactions tagged for 1099 treatment.

Non-1099: only show transactions that are not tagged for 1099 treatment.

Show all: show all transactions regardless of 1099 status.

Show eligible amounts only

Only include payments that exceed the IRS minimum reportable amount in your report.

Summary or detail

Depending on how much information you want to include, select either Summary or Detail.

Summary: includes Vendor, Amount, 1099 Box, and Total.

Detail: includes extra columns and lines with more detail. For example, individual line items of payments are shown for each vendor or employee, along with bill number, payment document number, account, and so on.

Exclude credit card payments

Select this checkbox to exclude credit card payments.

To tie out your 1099-MISC form with the 1099 report, select this option.

Include bills paid with credits or advances

Include bills tagged for 1099 treatment that were fully or partially paid with a credit or advance.

To tie out your 1099 form with the 1099 report, select this option.

Page orientation

Portrait is the default layout.

Portrait: display or print the report pages vertically.

Landscape: display or print the report pages horizontally.

Sort by

Sort numerically by Vendor ID or employee ID, or sort alphabetically by Vendor Name or employee name.

Vendor/Employee

Vendor/Employee ID

1099 category

The type of 1099. For example, 1099-MISC.

Box

The 1099 box for the line item amount.

Tax ID

Memo

Any memo or note that was added when the payment was made.

Bill Amount

The total amount billed to the vendor or employee for the selected period.

Bill or Expense No

The vendor or employee transaction number entered on the transaction page.

Paid Amount

The total amount paid to the vendor or employee for the selected period.

Vendor/Employee

The vendor or employee associated with the 1099 amounts.

Vendor/Employee ID

The ID of the vendor or employee associated with the 1099 amounts.

Entity

Bill no

GL Account

The account to which the line item payment is assigned.

Tax ID

Memo

Any memo or note added when the payment was made.

Bill amount

The total amount billed to the vendor or employee for the selected period.

Paid amount

The total amount paid to the vendor or employee for the selected period.

1099 category

The type of 1099. For example, 1099-MISC.